Pillar Pacific Capital Management

Pillar Pacific Capital Management as of June 30, 2013

Portfolio Holdings for Pillar Pacific Capital Management

Pillar Pacific Capital Management holds 297 positions in its portfolio as reported in the June 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Gilead Sciences (GILD) 1.5 $6.5M 126k 51.27
Google 1.5 $6.2M 7.1k 880.44
Union Pacific Corporation (UNP) 1.4 $6.1M 39k 154.30
Biogen Idec (BIIB) 1.3 $5.5M 26k 215.21
Walt Disney Company (DIS) 1.3 $5.4M 86k 63.15
International Business Machines (IBM) 1.3 $5.4M 28k 191.11
MasterCard Incorporated (MA) 1.3 $5.4M 9.4k 574.56
Microsoft Corporation (MSFT) 1.3 $5.3M 154k 34.54
Celgene Corporation 1.2 $5.2M 44k 116.98
Boeing Company (BA) 1.2 $5.1M 50k 102.43
Chevron Corporation (CVX) 1.2 $5.1M 43k 118.35
Citigroup (C) 1.2 $5.0M 105k 47.97
Express Scripts Holding 1.2 $5.0M 81k 61.74
Bank of America Corporation (BAC) 1.2 $5.0M 386k 12.86
Intel Corporation (INTC) 1.1 $4.7M 193k 24.23
Thermo Fisher Scientific (TMO) 1.1 $4.7M 56k 84.64
Oracle Corporation (ORCL) 1.1 $4.7M 152k 30.71
Cisco Systems (CSCO) 1.1 $4.5M 186k 24.34
CSX Corporation (CSX) 1.1 $4.4M 191k 23.19
Wells Fargo & Company (WFC) 1.1 $4.4M 107k 41.28
Amgen (AMGN) 1.1 $4.5M 45k 98.66
Apple (AAPL) 1.1 $4.4M 11k 396.54
JPMorgan Chase & Co. (JPM) 1.0 $4.3M 82k 52.79
Honeywell International (HON) 0.9 $3.9M 50k 79.34
Lowe's Companies (LOW) 0.9 $3.8M 93k 40.89
Monsanto Company 0.9 $3.8M 38k 98.81
Qualcomm (QCOM) 0.9 $3.8M 62k 61.08
General Electric Company 0.9 $3.7M 160k 23.19
eBay (EBAY) 0.9 $3.7M 72k 51.73
Halliburton Company (HAL) 0.9 $3.6M 87k 41.71
Goldman Sachs (GS) 0.8 $3.6M 24k 151.25
Illinois Tool Works (ITW) 0.8 $3.6M 52k 69.18
Siemens (SIEGY) 0.8 $3.6M 35k 101.32
Norfolk Southern (NSC) 0.8 $3.5M 48k 72.65
Chubb Corporation 0.8 $3.5M 41k 84.65
Costco Wholesale Corporation (COST) 0.8 $3.5M 31k 110.59
Coach 0.8 $3.5M 61k 57.10
Analog Devices (ADI) 0.8 $3.5M 77k 45.07
Medtronic 0.8 $3.5M 67k 51.48
Raytheon Company 0.8 $3.4M 52k 66.12
Capital One Financial (COF) 0.8 $3.4M 55k 62.80
Unilever 0.8 $3.4M 87k 39.31
Caterpillar (CAT) 0.8 $3.4M 41k 82.49
Exxon Mobil Corporation (XOM) 0.8 $3.4M 37k 90.36
Air Products & Chemicals (APD) 0.8 $3.3M 36k 91.56
Kansas City Southern 0.8 $3.3M 31k 105.95
BlackRock (BLK) 0.8 $3.3M 13k 256.82
PT Telekomunikasi Indonesia (TLK) 0.8 $3.3M 77k 42.74
Praxair 0.8 $3.2M 28k 115.17
Sap (SAP) 0.8 $3.2M 44k 72.83
International Paper Company (IP) 0.7 $3.1M 70k 44.31
EMC Corporation 0.7 $3.1M 131k 23.62
ConocoPhillips (COP) 0.7 $3.1M 51k 60.50
HSBC Holdings (HSBC) 0.7 $3.0M 58k 51.91
Applied Materials (AMAT) 0.7 $3.0M 203k 14.92
SK Tele 0.7 $3.0M 147k 20.33
Anadarko Petroleum Corporation 0.7 $3.0M 35k 85.92
United Technologies Corporation 0.7 $3.0M 32k 92.95
Kroger (KR) 0.7 $2.9M 85k 34.54
Diageo (DEO) 0.7 $2.9M 26k 114.95
Target Corporation (TGT) 0.7 $2.9M 42k 68.87
CF Industries Holdings (CF) 0.7 $2.8M 17k 171.53
Magna Intl Inc cl a (MGA) 0.7 $2.8M 40k 71.23
Zimmer Holdings (ZBH) 0.7 $2.8M 38k 74.93
Intuitive Surgical (ISRG) 0.7 $2.8M 5.5k 506.15
Marathon Oil Corporation (MRO) 0.7 $2.8M 80k 34.59
Amazon (AMZN) 0.7 $2.8M 10k 277.66
IntercontinentalEx.. 0.7 $2.7M 16k 177.73
LVMH Moet Hennessy Louis Vuitton SA (LVMUY) 0.7 $2.8M 86k 32.43
Ecopetrol (EC) 0.7 $2.7M 64k 42.07
Telefonaktiebolaget LM Ericsson (ERIC) 0.6 $2.7M 236k 11.28
Taiwan Semiconductor Mfg (TSM) 0.6 $2.6M 145k 18.32
Deere & Company (DE) 0.6 $2.6M 32k 81.23
Dow Chemical Company 0.6 $2.6M 81k 32.17
Cnooc 0.6 $2.5M 15k 167.50
Schlumberger (SLB) 0.6 $2.5M 35k 71.65
Broadcom Corporation 0.6 $2.5M 75k 33.80
Sasol (SSL) 0.6 $2.5M 58k 43.32
Deutsche Bank Ag-registered (DB) 0.6 $2.5M 59k 41.95
Mitsui & Co (MITSY) 0.6 $2.4M 9.6k 252.38
Intuit (INTU) 0.6 $2.4M 39k 61.05
Archer Daniels Midland Company (ADM) 0.6 $2.3M 69k 33.91
Freeport-McMoRan Copper & Gold (FCX) 0.6 $2.3M 85k 27.61
Corning Incorporated (GLW) 0.6 $2.3M 163k 14.23
Accenture (ACN) 0.6 $2.3M 32k 71.97
V.F. Corporation (VFC) 0.5 $2.3M 12k 193.11
Noble Corporation Com Stk 0.5 $2.2M 58k 37.57
Eli Lilly & Co. (LLY) 0.5 $2.1M 42k 49.12
Transocean (RIG) 0.5 $2.1M 43k 47.95
Teva Pharmaceutical Industries (TEVA) 0.5 $2.0M 51k 39.19
Digital Realty Trust (DLR) 0.5 $2.0M 32k 60.99
Royal Dutch Shell 0.5 $2.0M 31k 63.80
salesforce (CRM) 0.5 $2.0M 52k 38.18
Baidu (BIDU) 0.5 $1.9M 20k 94.59
Morgan Stanley (MS) 0.4 $1.8M 75k 24.42
Amphenol Corporation (APH) 0.4 $1.8M 24k 77.92
Nordstrom (JWN) 0.4 $1.7M 29k 59.93
SVB Financial (SIVBQ) 0.4 $1.7M 21k 83.31
Yum! Brands (YUM) 0.4 $1.7M 25k 69.34
ICICI Bank (IBN) 0.4 $1.7M 43k 38.25
Home Depot (HD) 0.4 $1.7M 22k 77.47
Alcoa 0.4 $1.6M 202k 7.82
Kohl's Corporation (KSS) 0.4 $1.5M 31k 50.49
NetApp (NTAP) 0.4 $1.6M 41k 37.77
Dr. Reddy's Laboratories (RDY) 0.4 $1.5M 40k 37.81
Con-way 0.3 $1.4M 36k 38.95
Tiffany & Co. 0.3 $1.4M 20k 72.84
Johnson & Johnson (JNJ) 0.3 $1.4M 16k 85.84
Macy's (M) 0.3 $1.4M 29k 48.01
Precision Castparts 0.3 $1.3M 6.0k 226.06
Johnson Controls 0.3 $1.3M 35k 35.79
Kyocera Corporation (KYOCY) 0.3 $1.3M 13k 101.73
America Movil Sab De Cv spon adr l 0.3 $1.2M 54k 21.75
Phillips 66 (PSX) 0.3 $1.2M 20k 58.92
L-3 Communications Holdings 0.3 $1.1M 13k 85.78
Banco Bradesco SA (BBD) 0.2 $1.1M 82k 13.01
Pfizer (PFE) 0.2 $1.0M 36k 28.00
Petroleo Brasileiro SA (PBR) 0.2 $971k 72k 13.41
Republic Services (RSG) 0.2 $897k 26k 33.93
Apache Corporation 0.2 $847k 10k 83.86
Comerica Incorporated (CMA) 0.2 $847k 21k 39.80
Valero Energy Corporation (VLO) 0.2 $838k 24k 34.79
CIGNA Corporation 0.2 $826k 11k 72.43
Mindray Medical International 0.2 $811k 22k 37.43
Actavis 0.2 $807k 6.4k 126.32
Sina Corporation 0.2 $745k 13k 55.75
St. Jude Medical 0.2 $763k 17k 45.60
Berkshire Hathaway (BRK.B) 0.2 $692k 6.2k 111.87
iShares S&P 500 Index (IVV) 0.2 $683k 4.2k 160.93
Hartford Financial Services (HIG) 0.1 $638k 21k 30.92
Adobe Systems Incorporated (ADBE) 0.1 $621k 13k 46.67
Wynn Resorts (WYNN) 0.1 $612k 4.8k 128.07
Banco Itau Holding Financeira (ITUB) 0.1 $647k 50k 12.93
Joy Global 0.1 $597k 12k 48.57
Devon Energy Corporation (DVN) 0.1 $605k 12k 51.92
Peabody Energy Corporation 0.1 $587k 40k 14.65
Bunge 0.1 $576k 8.2k 70.68
Marathon Petroleum Corp (MPC) 0.1 $580k 8.2k 71.08
Mondelez Int (MDLZ) 0.1 $572k 20k 28.53
NetEase (NTES) 0.1 $562k 8.9k 63.14
P.H. Glatfelter Company 0.1 $524k 21k 25.09
Stryker Corporation (SYK) 0.1 $502k 7.8k 64.73
EOG Resources (EOG) 0.1 $494k 3.8k 128.57
Ctrip.com International 0.1 $468k 14k 32.61
STMicroelectronics (STM) 0.1 $463k 52k 8.99
On Assignment 0.1 $441k 17k 26.71
MasTec (MTZ) 0.1 $442k 13k 33.00
iShares S&P Global Technology Sect. (IXN) 0.1 $478k 6.8k 69.83
Vale (VALE) 0.1 $426k 32k 13.16
NYSE Euronext 0.1 $429k 10k 41.36
Procter & Gamble Company (PG) 0.1 $405k 5.3k 77.08
UnitedHealth (UNH) 0.1 $436k 6.7k 65.00
Alliance Data Systems Corporation (BFH) 0.1 $434k 2.4k 180.71
Sally Beauty Holdings (SBH) 0.1 $405k 13k 31.17
Alexion Pharmaceuticals 0.1 $415k 4.5k 92.22
Cree 0.1 $402k 6.3k 63.81
Genesee & Wyoming 0.1 $417k 4.9k 85.00
Wabtec Corporation (WAB) 0.1 $416k 7.8k 53.33
Clarcor 0.1 $423k 8.1k 52.16
PowerShares QQQ Trust, Series 1 0.1 $400k 5.6k 71.31
FEI Company 0.1 $425k 5.8k 73.20
Diamond Offshore Drilling 0.1 $370k 5.4k 68.57
iShares MSCI Emerging Markets Indx (EEM) 0.1 $389k 10k 38.52
Ansys (ANSS) 0.1 $376k 5.2k 73.02
ResMed (RMD) 0.1 $387k 8.6k 45.15
Nu Skin Enterprises (NUS) 0.1 $373k 6.1k 61.15
National-Oilwell Var 0.1 $371k 5.2k 70.83
Barnes (B) 0.1 $363k 12k 30.00
Health Management Associates 0.1 $359k 23k 15.74
51job 0.1 $363k 5.4k 67.41
Under Armour (UAA) 0.1 $393k 6.6k 59.60
Sonic Automotive (SAH) 0.1 $397k 19k 21.14
Lululemon Athletica (LULU) 0.1 $380k 5.8k 65.45
United Therapeutics Corporation (UTHR) 0.1 $370k 5.6k 65.78
Buffalo Wild Wings 0.1 $373k 3.8k 98.10
Ametek (AME) 0.1 $389k 9.2k 42.21
Rue21 0.1 $397k 9.6k 41.54
Ingredion Incorporated (INGR) 0.1 $371k 5.7k 65.71
Tenaris (TS) 0.1 $322k 8.0k 40.25
Charles Schwab Corporation (SCHW) 0.1 $340k 16k 21.20
IAC/InterActive 0.1 $315k 6.6k 47.71
Advent Software 0.1 $334k 9.5k 35.12
Torchmark Corporation 0.1 $316k 4.9k 65.15
GATX Corporation (GATX) 0.1 $346k 7.3k 47.43
New Oriental Education & Tech 0.1 $356k 16k 22.12
Saia (SAIA) 0.1 $347k 12k 30.00
Reliance Steel & Aluminum (RS) 0.1 $348k 5.3k 65.60
Hornbeck Offshore Services 0.1 $331k 6.2k 53.45
Semtech Corporation (SMTC) 0.1 $334k 9.5k 35.11
Cambrex Corporation 0.1 $322k 23k 14.00
CorVel Corporation (CRVL) 0.1 $351k 12k 29.25
Nice Systems (NICE) 0.1 $332k 9.0k 36.84
Merck & Co 0.1 $326k 7.0k 46.39
Comcast Corporation (CMCSA) 0.1 $291k 7.0k 41.79
Ecolab (ECL) 0.1 $284k 3.3k 85.23
Incyte Corporation (INCY) 0.1 $305k 14k 21.94
Citrix Systems 0.1 $295k 4.9k 60.43
Nuance Communications 0.1 $280k 15k 18.43
Matthews International Corporation (MATW) 0.1 $282k 7.5k 37.57
Aetna 0.1 $283k 4.5k 63.47
Photronics (PLAB) 0.1 $292k 36k 8.03
Williams-Sonoma (WSM) 0.1 $291k 4.9k 60.00
Dollar Tree (DLTR) 0.1 $285k 5.6k 50.89
Ii-vi 0.1 $299k 18k 16.23
East West Ban (EWBC) 0.1 $284k 10k 27.53
MercadoLibre (MELI) 0.1 $307k 2.9k 107.60
Life Technologies 0.1 $283k 3.9k 72.00
Acuity Brands (AYI) 0.1 $301k 4.0k 75.26
Kubota Corporation (KUBTY) 0.1 $279k 3.8k 72.89
SPX Corporation 0.1 $273k 3.8k 71.89
Cheniere Energy (LNG) 0.1 $273k 9.9k 27.72
Esterline Technologies Corporation 0.1 $308k 4.3k 72.50
Nidec Corporation (NJDCY) 0.1 $290k 17k 17.56
Zumiez (ZUMZ) 0.1 $290k 10k 28.75
iShares S&P Global Healthcare Sect. (IXJ) 0.1 $285k 3.8k 74.22
iShares FTSE/Xinhua China 25 Index (FXI) 0.1 $254k 7.8k 32.55
Ace Limited Cmn 0.1 $242k 2.7k 89.46
Cabot Oil & Gas Corporation (CTRA) 0.1 $241k 3.4k 70.88
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $240k 3.0k 80.00
Autodesk (ADSK) 0.1 $249k 7.4k 33.83
Bank of Hawaii Corporation (BOH) 0.1 $232k 4.6k 50.67
SYSCO Corporation (SYY) 0.1 $271k 7.9k 34.16
Pall Corporation 0.1 $269k 4.1k 66.42
Manitowoc Company 0.1 $261k 15k 17.87
ArthroCare Corporation 0.1 $259k 7.5k 34.59
McKesson Corporation (MCK) 0.1 $266k 2.3k 114.66
Hewlett-Packard Company 0.1 $256k 10k 24.77
Dover Corporation (DOV) 0.1 $244k 3.1k 77.58
Advanced Energy Industries (AEIS) 0.1 $253k 15k 17.43
American Axle & Manufact. Holdings (AXL) 0.1 $271k 15k 18.66
Asm International Nvusd (ASMIY) 0.1 $264k 8.1k 32.63
Ferro Corporation 0.1 $262k 38k 6.94
iShares Russell 2000 Index (IWM) 0.1 $256k 2.6k 96.97
Seagate Technology Com Stk 0.1 $256k 5.7k 44.91
Synaptics, Incorporated (SYNA) 0.1 $265k 6.9k 38.44
H&E Equipment Services (HEES) 0.1 $265k 13k 21.00
Nordson Corporation (NDSN) 0.1 $260k 3.8k 69.38
Stone Energy Corporation 0.1 $252k 12k 22.00
Medivation 0.1 $236k 4.8k 49.09
Neustar 0.1 $258k 5.3k 48.68
Calgon Carbon Corporation 0.1 $231k 14k 16.72
Cameron International Corporation 0.1 $249k 3.9k 63.64
Kodiak Oil & Gas 0.1 $243k 27k 8.89
O'reilly Automotive (ORLY) 0.1 $270k 2.4k 112.50
iShares S&P Global Industrials Sec (EXI) 0.1 $255k 4.3k 58.82
iShares S&P Global Financials Sect. (IXG) 0.1 $232k 4.8k 48.54
Insperity (NSP) 0.1 $263k 8.7k 30.25
Hollyfrontier Corp 0.1 $258k 6.5k 40.00
Ralph Lauren Corp (RL) 0.1 $243k 1.4k 173.57
Aon 0.1 $258k 4.0k 64.34
D Tumi Holdings 0.1 $251k 11k 23.91
Arris 0.1 $258k 18k 14.34
Loews Corporation (L) 0.1 $215k 4.9k 44.33
U.S. Bancorp (USB) 0.1 $213k 5.9k 36.10
McDonald's Corporation (MCD) 0.1 $220k 2.2k 98.88
XenoPort 0.1 $189k 38k 4.97
At&t (T) 0.1 $222k 6.3k 35.40
Pitney Bowes (PBI) 0.1 $191k 13k 14.69
Verizon Communications (VZ) 0.1 $208k 4.1k 50.25
Regions Financial Corporation (RF) 0.1 $210k 22k 9.55
Cincinnati Financial Corporation (CINF) 0.1 $204k 4.5k 45.84
Waters Corporation (WAT) 0.1 $215k 2.2k 100.00
Mylan 0.1 $203k 6.8k 30.00
Texas Instruments Incorporated (TXN) 0.1 $210k 6.0k 34.90
iShares MSCI EAFE Index Fund (EFA) 0.1 $227k 4.0k 57.40
TeleTech Holdings 0.1 $229k 9.8k 23.33
ON Semiconductor (ON) 0.1 $218k 27k 8.08
Tenne 0.1 $211k 4.7k 45.38
ESCO Technologies (ESE) 0.1 $224k 6.9k 32.50
Insight Enterprises (NSIT) 0.1 $216k 12k 17.72
Perficient (PRFT) 0.1 $229k 17k 13.33
CONMED Corporation (CNMD) 0.1 $207k 6.6k 31.33
Navigant Consulting 0.1 $228k 19k 12.00
Globecomm Systems 0.1 $198k 16k 12.66
Mitcham Industries 0.1 $214k 13k 16.84
Merge Healthcare 0.1 $202k 56k 3.61
iShares S&P Global Energy Sector (IXC) 0.1 $215k 5.6k 38.36
Bbcn Ban 0.1 $191k 14k 14.15
Staples 0.0 $169k 11k 15.81
Array BioPharma 0.0 $165k 37k 4.53
Parker Drilling Company 0.0 $179k 36k 4.97
Wilshire Ban 0.0 $182k 28k 6.58
Precision Drilling Corporation 0.0 $170k 20k 8.53
Cosan Ltd shs a 0.0 $188k 11k 16.67
Xerox Corporation 0.0 $108k 12k 9.03
Dell 0.0 $141k 11k 13.36
Aeropostale 0.0 $145k 11k 13.70
DepoMed 0.0 $127k 23k 5.64
Flow International Corporation 0.0 $120k 33k 3.68
Meritor 0.0 $131k 19k 7.10
Logitech International Sa Appl 0.0 $109k 16k 7.00
PDL BioPharma 0.0 $91k 12k 7.73
Ambow Education Holding 0.0 $88k 55k 1.59
Callon Pete Co Del Com Stk 0.0 $57k 17k 3.35
RTI Biologics 0.0 $60k 16k 3.75
Ceragon Networks 0.0 $31k 10k 3.10
Microchannel Technologies 0.0 $0 10k 0.00